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| Heartland Advisors Inc
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|---|---|
| CRD # | 29433 |
| SEC # | 801-19074 |
| CIK # | 0000937394 |
| AUM | $2.0 BB (2024-02-28) |
| Employees | 25 (36% Investors, 60% Brokers) |
| Phone | 414-347-7777 |
| Address | 790 N Water Street Suite 1200 Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MHK | 8.1 | 0.0 | |
| NOV | 6.8 | 0.0 | |
| PRGO | 5.5 | 0.0 | |
| DGX | 16.0 | 0.0 | |
| TCBI | 2.7 | 0.0 | |
| PSA | 54.7 | 0.0 | |
| CNC | 49.3 | 0.0 | |
| SIMO | 2.8 | 0.0 | |
| SRCL | 4.0 | 0.0 | |
| NTRS | 20.5 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 0.0 |
| (b) Individuals (high net worth individuals) | 41 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 1.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 98 | 2.0 |
| By Discretionary | ||
| Discretionary | 98 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 98 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 98 | 2.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000937394] | |
| 3 | [0000937394] | |
| 4 | [0000937394] | |
| SC 13D | [0000937394] | |
| SC 13G | [0000937394] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Nasgovitz William J | |
| Heartland Advisors Inc | |
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